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Tax Strategies for the High-Income Individual

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Tax Strategies for the High-Income Individual

Monday, June 3–Thursday, June 6

The Tax Strategies for the High-Income Individual track helps you better connect with your clients and grow your practice. You’ll gain a richer understanding of your clients’ motivations and needs, which will help you drive better outcomes for them.

Connect & Engage to get:

  1. Coverage of critical tax topics selected by respected leaders and subject matter experts.
  2. Strategies to match your clients with the right type of planning services.
  3. Exposure to new business models, client fee structures and other practice refinements.
  4. Current tax regulation updates in a rapidly changing landscape.
  5. Insights related to the intersection of tax, technology, financial planning and more.
  6. Networking and information-sharing opportunities.
A woman  speaking at a podium

Tax Strategies for the High-Income Individual

Key sessions you cannot miss!

Fun with four-letter words: NIIT, SECA, and PTET

Why Crypto Tax Compliance Isn’t Getting Any Easier Despite New Guidance

Renewal Energy Tax Incentives Guidance

Washington Tax Update

Update from the National Taxpayer Advocate

Required Minimum Distributions for Inherited IRAs Payable to a Trust

Tax Issues When a Business Owner Dies